Sorted Weekly Tweets

Rest of the World


  • Aberdeen Buys Thailand’s Stocks Amid Worst First-Day Drop Thailand is worth a look, the Army tends to stabilize $$ Jan 04, 2014
  • Rousseff Buoyed by Rising Poor as Brazil Rating Drop Looms Y I sold all Brazil investments when Dilma was elected $$ Jan 04, 2014
  • Who Needs Bitcoin? Venezuela Has Its ‘Sucre’ Trade Bolivars @ official rate 4 Sucre 2 Dollars 2 black mkt Bolivars $$ Jan 04, 2014
  • JPMorgan Halts Latvia Dollar Deals After Probes, Group Says Latvian banks do $$ laundering w/sloppy investment banks Jan 03, 2014
  • Cheaper Hanoi Pork Shows Crops Ease World Food Cost Bumper grain harvests in the US & India lower world food costs $$ Jan 02, 2014
  • Chinese Banks Eye Global Bond Market B leery of Chinese bank subordinated debt convertible into equity in failure $$ Jan 01, 2014
  • Explaining Hybrid Securities to Chinese Investors Think the Chinese will regret this financial innovation in time $$ Jan 01, 2014
  • Unusual Emerging-Market Bond Bet Pays Off W/lots of liquidity, this was a year 4 the trash 2 fly: Argentina/Greece $$ Jan 01, 2014
  • Israel’s Christian Awakening Arab Christians find common ground w/Israeli State vs Arab Muslims to defend Israel $$ Jan 01, 2014
  • Bank Borrowing From ECB Jumps Every bank likes 2 look liquid at year end 4 the snapshot of its balance sheet $$ Jan 01, 2014
  • The unintended consequences of Abenomics @soberlook shows us how the poor & elderly r hurt by Abenomics $$ Jan 01, 2014
  • Repeated Liquidity Crunches Beg a Question: Where’d the Money Go? Provides liquidity 2 WMP Ponzi schemes of banks $$ Jan 01, 2014
  • The Rise and Fall of a Local Official Obsessed with GDP Growth Statistics stretched2make things look better $$ Jan 01, 2014
  • Argentina’s socioeconomic statistics: Still lying after all these years Official statistics r fudged 2help govt $$ Jan 01, 2014
  • Miss Japan Ikumi Yoshimatsu joins battle against mafia in the media Can one beauty take on the Yakuza? She can try $$ Jan 01, 2014
  • It’s Official: Pope Has Not Abolished Sin, Says Vatican That may be, but he certainly downplays its importance $$ Jan 01, 2014
  • Turkey first of Fed Taper victims as political crisis scares investors monetary policy tightening reveals weakness $$ Jan 01, 2014


US Politics & Policy


  • MIT Economist Seeks Facts in Health-Care Policy Debate Amy Finkelstein worth watching as she measures healthcare $$ Jan 04, 2014
  • Someone Please Help New York Times With Econ 101 I’m sorry @cabaum1 , but there is no hope 4 the NYT, e.g. Krugman $$ Jan 04, 2014
  • America Burning – The Yarnell Hill Fire Tragedy and the Nation’s Wildfire Crisis Volunteer firefighters risk lives $$ Jan 03, 2014
  • Bakken Crude More Dangerous to Ship Than Other Oil Lighter hydrocarbons tend to b more flammable, need 2 test them $$ Jan 02, 2014
  • If 2013 Was Hard on Obamacare, Just Wait for 2014 An actuarially unsound program will get worse over time $$ #watch Jan 01, 2014
  • Obamacare Enrollments Hit 1.1M W/December Surge B interesting 2c how well the policy is liked as taxes/prems go up $$ Jan 01, 2014
  • Americans on Wrong Side of Pay Gap Run Out of Means to Cope Labor is not scarce & QE inflates necessities & stocks $$ Jan 01, 2014
  • TRICKY DICK: Only Nixon less popular than President Obama in Year 5 B interesting 2c if it affects 2014 elections $$ Jan 01, 2014
  • Portfolio Hedging Is Alive and Well Under Volcker The “London Whale trade” & things like it r legal w/Volcker Rule $$ Jan 01, 2014
  • Buffett’s year-end bet: Pipelines Fits in nicely w/Lubrizol & $BRK-B other chemical assets | FD: + $BRK-B & $PSX $$ Dec 31, 2013
  • Icahn to FT: Why Shouldn’t My Board Picks Share in Profits? Company Sale not always S/H best interests in long run $$ Dec 31, 2013
  • North Dakota Train Fire Adds Fuel to Keystone XL Debate Pipelines r more reliable than trains on average $$ $SPY $TLT Dec 31, 2013
  • SEC pushes US insurers for details on ‘captives’ Isn’t primarily a GAAP issue, so the SEC is on the wrong track $$ Dec 31, 2013
  • Acquisitions Continue to Support AJG Zacks goofs again. Validus $VR isn’t an insurance broker, but a P&C reinsurer $$ Dec 31, 2013



Companies & Industries


  • Can’t Get Tenure? Then Get a Real Job by @asymmetricinfo Professors are in ovversupply, look outside of academia $$ Jan 04, 2014
  • Yet Another Housing Cover Story From Barron’s @ritholtz takes under on 5% growth in housing prices 4 next 3 yrs $$ +1 Jan 04, 2014
  • How Wall Street got snowed on weather derivatives Weather is different everywhere; bespoke market can’t get volume $$ Jan 04, 2014
  • Cox to Buy Back Stake in AutoTrader Who knew that AutoTrader was worth ~$7B; web middlemen can b worth a lot $$ $PCLN Jan 04, 2014
  • Berkshire Seen Failing Buffett 5-Year Test for First Time Had 2 happen sometime, amazing it went on4so long $$ $BRK-B Jan 02, 2014
  • Buffett’s Media General Deal Makes a Lot More Financial Sense Now Buffett has aready made what he put in in equity $$ Jan 02, 2014
  • The first 3D printed organ — a liver — is expected in 2014 If we can create native organs, impact will be huge $$ Jan 02, 2014
  • Stop Pouting About Tech’s Next Big Thing, It’s Here We still haven’t maxed out utility of smartphones & tablets $$ Jan 02, 2014
  • Hertz Runs Over Activist Shareholders A strong poison pill; I’m surprised the price of Hertz went up on the news $$ Jan 02, 2014
  • Health: Scientists Look to Improve Cost and Time of Drug Trials Sounds promising, but will lose double blind rigor $$ Jan 01, 2014
  • Bitcoin Is a High-Tech Dinosaur Soon to Be Extinct Bitcoin will die, but it is not right 4 governments 2monopolize $$ Jan 01, 2014
  • Home Prices Back at Peaks in Some Areas Most of it depends on how well the underlying local economies r doing $$ Jan 01, 2014


Market Impact


  • Why ‘Wildly Overvalued’ Stocks May Keep Rising @ritholtz Low short rates, steep yield curve good 4 PE multiples $$ Jan 02, 2014
  • Pension Funding Levels Surged in 2013 If a Defined Benefit plan is not fully funded now, likely it never will be $$ Jan 02, 2014
  • Finra to Crack Down on Brokers With High Number of Complaints If FINRA is prioritizing now, y didn’t they do it b4 $$ Jan 02, 2014
  • Amid Record Rally, Stock Picker Keeps Focus on the Basics Sam Eisenstadt, a Pioneer at Value Line, Remains Bullish $$ Jan 01, 2014
  • Private Equity Enjoys a Record Year Firms That Buy & Sell Companies Are Set to Return >$120B to Investors for 2013 $$ Jan 01, 2014
  • Paulson Gets $490 Million as ‘Mooch’ Rotates to Equities Not sure y an action of Scarmucci’s firm gets such play $$ Jan 01, 2014
  • Persistence is a Killer @reformedbroker points out how hard it is 2 keep outperforming; as AUM rises harder still $$ Jan 01, 2014
  • Stocks $3.7T Year Beats Bonds Most Ever on Funds What a year; I’m glad I limit my ability2b bearish w/my portfolio $$ Jan 01, 2014
  • S&P 500 Price to Book Value Worth a look- P/B is around 2.7 at present up from 1.8 at the beginning of 2009 $$ $SPY Jan 01, 2014
  • Guess which hedge funds beat the roaring S&P 500? Robbins, Paulson, Loeb, Peltz, Tepper, Pucillo $$ $SPY Dec 31, 2013




  • Green Bay Cold Threatens to Outfreeze NFL Ice Bowl Record Cheeseheads will watch&freeze as 49ers go to their knees $$ Jan 04, 2014
  • Plosser: May Need to Employ Aggressive Tightening Campaign Fed doesn’t know what will happen & can’t control it $$ Jan 04, 2014
  • Auburn-Alabama: Inside the Greatest Play of All Interesting details on the strategies employed by the two coaches $$ Jan 04, 2014
  • Business Buzzwords Generator Generate random buzzword phrases for cheap fun $$ Jan 02, 2014
  • Which Buzzwords Would U Ban? Going Forward, Low-Hanging Fruit, Disrupt, Epic, Incentivize, Game Change, Reach Out $$ Jan 02, 2014
  • Apple, Jacob Appelbaum and the National Security Agency Scary article & video of NSA projects by a security expert $$ Jan 02, 2014
  • Scott Yancey – FREE Live Real Estate Income Event For losers only; learn how to attempt flipping property & lose $$ Jan 01, 2014
  • The Ride-Sharing, Handbag-Borrowing Productivity Revival The internet allows people 2 share capital goods easily $$ Jan 01, 2014
  • Say Goodbye to the Same Old Steakhouse That most hidebound of dining institutions is long overdue for an update $$ Jan 01, 2014
  • 2014 Resolution: This Year, I Will Blog Easy 2 say, hard 2do. Tonight, Aleph Blog will give pointers on how 2do it $$ Jan 01, 2014
  • 2013 Year in Review by David Collum “Austerity is not a policy; it is a consequence of bad policy” Bad year 4 him $$ Dec 31, 2013


Wolf of Wall Street


  • How the “Wolf of Wall Street” Is Still Screwing His Real-Life Victims 20% restitution made to victims. Not enough $$ Jan 01, 2014
  • An Open Letter to the Makers of The Wolf of Wall Street, and the Wolf Himself Daughter of a scammer critcizes film $$ Jan 01, 2014
  • Daughter of the Boiler Room What would it b like2b daughter of Jordan Belfort’s associate? Lots of $$ -> lots of debt Jan 01, 2014
  • My ‘Wolf of Wall Street’ Review @reformedbroker validates much of the tale from his own early experiences $$ Jan 01, 2014




  • Wrong: The Pope Is Right: Inequality Is Unjust God is Sovereign & gives different people differing abilities $$ Jan 04, 2014
  • Wrong: Homebuyers Missing Housing Rebound Depend on Yellen Too optimistic; Fed no longer controls long rates $$ $TLT Jan 03, 2014
  • Wrong: In Search of the Perfect Portfolio A fool’s errand. Environments change & no simple universal method $$ Jan 01, 2014



Comments, Replies & Retweets


  • @groditi For you, I think it would be worth $50+ to review what someone who used 2do it at Credit Suisse thinks. Get the company to pay $$ Jan 03, 2014
  • Commented on StockTwits: First time I have heard of Perceptron, thanks for introducing me to it. No, I don’t know… Jan 03, 2014
  • Commented on StockTwits: Also be aware that distributions from $AMLP have been somewhat irregular in the past:… Jan 01, 2014
  • Commented on StockTwits: Just be aware that you have a concentrated position in an income vehicle. If interest ra… Jan 01, 2014
  • Commented on StockTwits: What proportion of your investable assets is held in it? Jan 01, 2014
  • @maoxian @randomroger But I’m glad you like it. I got the idea from @historysquared but realized it could be better 4 readers if I sorted Dec 31, 2013
  • @maoxian @randomroger I use “Allmytweets” & since I do it weekly, search the word “sorted” to find where I left off Dec 31, 2013
  • @dpinsen @PortfolioArmor Go for it! Dec 28, 2013